Portfolio Strategy - 22V Research

Portfolio Strategy:

Economic, Credit, and Inflation Trends Don’t Support the Post Bank Failure Market Narratives

Dennis DeBusschere May 18, 2023 8:19 AM

Retail Sales Emphasizes the Importance of Micro over Macro Themes

Dennis DeBusschere May 17, 2023 7:55 AM

Weakness in China a Commodity Headwind + The Case for the Consumer and Against Retail

Dennis DeBusschere May 16, 2023 7:57 AM

Soft Landing Odds Edging Higher as Inflation Declines, Which is a Headwind for Deep Cyclicals

Dennis DeBusschere May 15, 2023 8:57 AM

Need for Weaker Labor Market Increases Recession Risk

Dennis DeBusschere May 14, 2023 12:22 PM

Near-Term Recession Odds Falling Farther + Inertia & Lack of Amplification Make a Deep Recession Unlikely

Dennis DeBusschere May 12, 2023 8:00 AM

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